If we had to pick the parameters of a really big rumor in networking it would be hard to top the one that started circulating Monday afternoon. Verizon, says the rumor, may buy Netflix! Here’s a telco, one with FTTH and telco TV, picking up an OTT video player! Is this the beginning of the…
Adtran is going to buy NSN’s wireline broadband business, a move that I think shows a lot about the space overall. Obviously you don’t make a compelling offer to sell a business that’s got nowhere to go but up, and even outside the US wireline broadband is in trouble. I wonder if Adtran isn’t admitting…
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Some of the changes in networking that are looming on the horizon may start a lot closer to the couch if you read the right hints from current trends. The battle between Google and Apple for TV position may be driving some other players to change their plans. For example, Verizon has been offering more…
I’ve talked about the profit problems of network operators for years now, simply because they’ve talked to me about those problems for years. In rough terms, revenue per bit has declined by 50% per year for five and a half years running, and this decline means that profits on infrastructure have dropped sharply even though…
Cisco is making a big play in the cloud, or for the cloud, with CloudVerse, an architecture that in some ways has the same goals as the one that Alcatel-Lucent announced last month (CloudBand). Everyone is trying to get a place in the cloud, hoping in part no doubt that the inherent fuzziness of the…
It’s a kind of day of change in technology, particularly if you believe some of the speculation that’s floating around. Certainly 2011 has been a challenging year for vendors, and it may be that the challenges will be only more formidable in 2012. Given that, it wouldn’t be surprising if we saw some dramatic market…
SAP announced it was buying a US web/cloud software company (SuccessFactors) that provides human resource management and productivity tools, a move to boost its total cloud repertoire and thus be more competitive as a cloud provider. The decision shows that the SaaS business is starting to create problems with product scope that didn’t exist for…
Alcatel-Lucent continues to develop their cloud vision, announcing a partnership with HP that demonstrates Data Center Network Connect and CloudBand. From a business perspective it’s a win for both companies. HP needs (badly needs, in fact) a relevant public cloud position that integrates networking and computing, because of its competition with Cisco. Alcatel-Lucent needs a…
Enterprises are coming to terms with the cloud, according to my most recent survey, but they are also recognizing that there are things that “classical wisdom” says they can do in the cloud that simply don’t work out. This is going to change the risk/benefit profile for cloud computing for the providers because eventually the…